SEC 13F Intelligence

Bosman Wealth Management, LLC / MSFT

Bosman Wealth Management, LLC’s Microsoft Corp Position

Does Bosman Wealth Management, LLC own Microsoft Corp (MSFT)? Yes — 10.7K shares worth $4M (+3.48% of its 13F portfolio) as of Q1 2026, up from 10.2K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
10.7K
% of Portfolio
+3.48%
Quarters Held
5
currently held

Position History MSFT

Reported value by quarter
Q1 ’25: $5MQ1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.7K$4M+3.48%
Q4 202510.2K$5M+4.04%
Q3 20259.8K$5M+3.94%
Q2 20259.8K$5M+4.34%
Q1 202512.1K$5M+4.92%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bosman Wealth Management, LLC’s full portfolio or all institutional holders of MSFT.